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Vanguard Intermediate-Term Bond ETF

418 hedge funds and large institutions have $8.39B invested in Vanguard Intermediate-Term Bond ETF in 2019 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 172 increasing their positions, 116 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 32

48% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 116

6% more capital invested

Capital invested by funds: $7.89B → $8.39B (+$495M)

6% more funds holding

Funds holding: 396418 (+22)

0% more funds holding in top 10

Funds holding in top 10: 2626 (0)

0.42% less ownership

Funds ownership: 68.46%68.04% (-0.42%)

Holders
418
Holders Change
+22
Holders Change %
+5.56%
% of All Funds
9.08%
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.56%
New
61
Increased
172
Reduced
116
Closed
32
Calls
$363K
Puts
Net Calls
+$363K
Net Calls Change
+$363K
Name Holding Trade Value Shares
Change
Change in
Stake
GFPC
51
Global Financial Private Capital
Florida
$11.2M +$210K +2,490 +2%
PWPCM
52
Perella Weinberg Partners Capital Management
New York
$11.2M +$10.9M +129,237 New
VFA
53
Voya Financial Advisors
Connecticut
$11.1M +$1.01M +11,942 +10%
FA
54
FDx Advisors
Illinois
$10.9M +$1M +11,888 +10%
Fifth Third Bancorp
55
Fifth Third Bancorp
Ohio
$10.7M -$224K -2,651 -2%
CFS
56
Cannon Financial Strategists
Georgia
$10.4M +$867K +10,267 +9%
RJA
57
Raymond James & Associates
Florida
$10.4M +$3.17M +37,489 +46%
FA
58
FC Advisory
Pennsylvania
$10.3M -$35.1K -415 -0.3%
HP
59
HT Partners
Connecticut
$9.78M -$19.6K -232 -0.2%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$9.06M +$2.62M +31,048 +42%
Deutsche Bank
61
Deutsche Bank
Germany
$8.74M +$1.39M +16,505 +20%
Citigroup
62
Citigroup
New York
$8.61M +$490K +5,796 +6%
HPWM
63
Highland Private Wealth Management
Washington
$8.58M +$528K +6,245 +7%
BBNA
64
Bremer Bank National Association
Minnesota
$8.29M +$3.04M +35,954 +60%
MIM
65
Morningstar Investment Management
Illinois
$7.62M -$4.92M -58,241 -40%
GAM
66
Gemmer Asset Management
California
$7.53M -$480K -5,677 -6%
BUB
67
BBVA USA Bancshares
Texas
$7.51M +$320K +3,789 +5%
DE
68
Day & Ennis
Georgia
$7.18M +$177K +2,091 +3%
CWM
69
Cornerstone Wealth Management
Missouri
$6.84M -$133K -1,577 -2%
MWPCG
70
Measured Wealth Private Client Group
New Hampshire
$6.82M -$854K -10,111 -11%
Wealthfront Advisers
71
Wealthfront Advisers
California
$6.33M +$418K +4,952 +7%
BRWA
72
B. Riley Wealth Advisors
Florida
$6.24M +$493K +5,834 +9%
PCG
73
Private Capital Group
Connecticut
$6.17M +$4.51M +53,341 +234%
PFM
74
Phillips Financial Management
Indiana
$6.12M -$43.5K -515 -0.7%
TF
75
TIAA FSB
Florida
$5.93M +$749K +8,867 +15%

BIV Hedge Fund Activity: Q2 2019 in Review

418 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Bond ETF (BIV) for Q2 2019, worth a combined $8.39B — up 6.3% from $7.89B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new BIV positions and 32 closed out — a net gain of 29 holders — while 172 added to existing stakes and 116 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $82.7M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $52.5M.

  • 418 institutional investors held Vanguard Intermediate-Term Bond ETF (BIV) as of Q2 2019, up from 396 in Q1 2019.
  • Funds reported $8.39B of Vanguard Intermediate-Term Bond ETF stock for Q2 2019, up 6.3% quarter-over-quarter.
  • 61 funds opened new Vanguard Intermediate-Term Bond ETF positions in Q2 2019 and 32 closed out, a net change of +29 holders.
  • The largest Vanguard Intermediate-Term Bond ETF buyer in Q2 2019 was Manulife (Manufacturers Life Insurance), an estimated $82.7M added.
  • The largest Vanguard Intermediate-Term Bond ETF seller in Q2 2019 was Beacon Capital Management Inc (Ohio), an estimated $52.5M sold.

Based on aggregated 13F filings for Q2 2019.